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I’m opening an account as an individual investor

I was referred by an advisor or investment sponsor

Process

OFFERING ONBOARDING

Investment sponsors first submit offering documents to NuView for administrative review*, which ensures the necessary paperwork is in place for investors to subscribe via their IRA. Within 48 hours, NuView will complete the review and add the asset to its platform for investors to participate with a self-directed account

ACCOUNT ESTABLISHMENT

The first step for an investor to participate in an offering through NuView is to establish and fund a self-directed account. Once the account is funded, the client can submit a purchase authorization along with the offering documents, and NuView will purchase the asset within their account.

ACCOUNT MAINTENANCE PURCHASE

All accounts can be managed by clients and advisors 24/7 through the MyNuView online portal. Assets will be held at purchase price or the last value** provided by the investment sponsor. Clients can buy, sell, transfer, and distribute cash and assets from their account upon request, in accordance with the plan or offering guidelines.

SIMPLIFIED SOLUTIONS

At NuView, we believe the process of offering alternative assets to retirement accounts should be easy and straight-forward, which is why we have built our institutional platform to focus on simplicity. Our experience in servicing retail clients has given us the insight and understanding into how all clients want to be treated. The high-touch retail client demands communication, service, and reliability, which is so frequently lacking in the wholesale marketplace. We have drawn on this experience and drafted our customized platform to service the investment sponsor and advisor community.

CUSTODIAL TRANSFERS

Are you currently holding alternative assets in retirement accounts with other custodians? Whether your current custodian is resigning on your alternative holdings or you’re seeking better service for your alternative asset holders, NuView’s transfer solution team can work with your firm to streamline the transfer of those accounts to our custody. Having completed thousands of transfers, our team is diligent in gathering the right paperwork and working with the transferring custodian to ensure assets are transferred and re-registered in the most efficient manner possible.